+4,047.9%
WM vs VIAV
+2,711.0%
+1,336.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +12.3% | -12.2% | -0.9% |
| 7D | -0.5% | +15.0% | -15.5% | -1.9% |
| 30D | +13.3% | -29.7% | +43.0% | +16.0% |
| 3M | +4.4% | -18.3% | +22.7% | +4.9% |
| 6M | +10.8% | -37.6% | +48.4% | +12.9% |
| YTD | +9.1% | +79.5% | -70.4% | -0.6% |
| 1Y | +19.1% | +79.6% | -60.4% | +8.4% |
| 3Y | +45.7% | +310.0% | -264.3% | +20.4% |
| 5Y | +60.4% | +105.9% | -45.5% | +40.4% |
| 10Y | +328.7% | +309.0% | +19.8% | +246.1% |
| All | +4,047.9% | +2,711.0% | +1,336.9% | +1,941.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VIAV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling